Warmly Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly.

Latest Playbooks

How TeamWeave Grew Pipeline 80% With Warmly's 5-Signal Engine
Basic
Sales
Marketing

TeamWeave's VP of Sales & Marketing shares how a simple Warmly + HubSpot setup using five intent signals, eliminated manual prospecting and grew pipeline by over 80%.

See Playbook
How to Set Up Claude Code on Mac
Basic

Get Claude Code installed and authenticated on your Mac in under 5 minutes - no prior setup experience needed.

See Playbook
How We Grew Automated Meeting Bookings by 74% - And How You Can Too
Basic
Chat
Marketing

We implemented AI Studio on our website chat in late November. By February, automated meeting bookings had grown 74%. Here's what changed.

See Playbook
Triple Your Pipeline with LinkedIn Ads + TAM Agent
Advanced
Marketing
Sales

Build bulk ICP contact lists with TAM Agent and push them to LinkedIn Ads for 2x click-through rates at half the cost per click.

See Playbook

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How TeamWeave Grew Pipeline 80% With Warmly's 5-Signal Engine
Basic
Sales
Marketing

TeamWeave's VP of Sales & Marketing shares how a simple Warmly + HubSpot setup using five intent signals, eliminated manual prospecting and grew pipeline by over 80%.

See Playbook
How to Set Up Claude Code on Mac
Basic

Get Claude Code installed and authenticated on your Mac in under 5 minutes - no prior setup experience needed.

See Playbook
How We Grew Automated Meeting Bookings by 74% - And How You Can Too
Basic
Chat
Marketing

We implemented AI Studio on our website chat in late November. By February, automated meeting bookings had grown 74%. Here's what changed.

See Playbook
Triple Your Pipeline with LinkedIn Ads + TAM Agent
Advanced
Marketing
Sales

Build bulk ICP contact lists with TAM Agent and push them to LinkedIn Ads for 2x click-through rates at half the cost per click.

See Playbook
Build Your Best Outbound List with TAM Agent
Advanced
Sales
Marketing

Use the TAM Agent to find best-fit, highest-intent companies, build buying committees with AI, and push them straight to HubSpot and LinkedIn Ads.

See Playbook
Train Your AI Agent in Minutes
Basic
Chat
Marketing

Teach your AI inbound agent exactly how to respond using the Test & Train feature in AI Studio.

See Playbook
Double Your Website's Conversion Rate
Chat
Marketing
Basic

Convert more leads on your site with AI chat and pop-ups

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Track Job Changes Effectively
Basic
Marketing
Email

Learn to monitor job changes and engage contacts with tailored outreach strategies.

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Optimize Your Lead Conversion Process
Advanced
Sales
Email

Learn to filter leads for better quality and increased conversion rates effectively.

See Playbook
Send AI Generated Custom Videos
Advanced
Sales
Email

Integrate Sendspark to send custom videos to Warmly identified leads.

See Playbook
Automate High Intent Followups
Basic
Marketing

Set up automated engagement sequences for email for every visitor to your high intent pages.

See Playbook
Using Research Intent Signals
Basic
Marketing
Email

Discover and engage companies researching relevant topics relevant to your products and brand.

See Playbook

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